Client Forms

Government Forms
Employee Insurance Coverage Notices
  • Form 1 - For employers who offer a health plan to some or all employees.
  • Form 2 - For employers who do not offer a health plan.

eSignature Forms

Please click a link below to securely complete the appropriate document. Immediately after signing the document, you will receive a confirmation email from Echosign (our document signing software) to confirm your email address - make sure you check your email and confirm your email address.

Finally, you will receive a confirmation email containing a PDF copy of your signed form. Please keep a copy of the document for your records.

Client Center

- Individual Clients
- Business Clients

Completing Your Client Profile
Using File Exchange
FAQs

Phone: 949.698.3738 • Fax: 949.666.5051
Email: advisors@whiteandcocpa.com